Overview

Once created, you can rename your profiles, reorganize your content, manage your documents, and more.

Permissions

You must be a Super Admin to create and apply the custom role that specifically grants users publishing permission.

Renaming profiles

1. Open the profile, then click on the profile title and make your changes.
2. Press Enter to save the changes or the Esc key to discard them.

Creating a different external name for your profile

When you create and publish a profile, the external and internal names are the same by default. To give your profile an external name that is different from its internal name:

1. Open the profile and click Edit.
2. Click the Edit icon to the title and enter your changes in the Internal Name and External Name (Optional) fields, then click Save.

Managing sections

New profiles are created with one empty section, but you can add more. You have the following options to help keep your content organized:

• Create: Click Add New Section to add more sections.
• Rename: Click on the section title and make your changes, then press Enter to save them or the Esc key to discard them.
• Delete: Click the Trash icon on the section that you want to delete, then click Delete on the confirmation pop-up.
• Expand/Collapse: Use the Expand and Collapse   icons to expand or collapse sections. By default, the section is expanded.
• Reorder: Hover over the section and use the six-dot handle to drag and drop them into place.

Previewing profiles

1. Click Preview to preview your profile questionnaire or document as a client.
2. (Optional) View or download the attached artifacts, just like a client would.
3. (Optional) Use the Search box to perform keyword searches.
   Note: Profile viewers can also use the search.
   • As you type, relevant prompts based on the profile content appears. Use the Tab key to insert the suggested prompt.
   • Matches for the specified keyword from the Profile Summary, Questionnaire, or Documents are instantly displayed in a quick-view drop-down as the search term is entered.
   • You can filter the results by Documents and Questionnaires.
   • For added convenience, five of the recent searches performed are displayed when you click into the search box making it easier to revisit previous searches.
     Note: You can use Clear all to remove all recent searches or click the X next to a specific search to remove it.
   • You can click on a result, or the Open in New Tab icon, to open the artifact in a new tab.
     Note: Security enforced artifacts are indicated by a Lock icon and profile viewers must complete the security check before accessing it.
   • Clicking View All Results or press Enter to display all the matching results.
4. Click Back to Edit to go back to your view.

Publishing profiles

Once you are given publishing permission, you can publish profiles from the following locations:

• Active tab
• Profile tab
• Preview page

Granting Profile Center publishing permission

Super Admins must create and apply a custom role that specifically grants users publishing permission.

1. Go to Organization Settings > Manage Roles > Add Role, then turn the Profile Center toggle on.
2. Check the Publish Profile box, then click Create Role.
   Note: Checking this box automatically selects the Manage Profile, View Profile Artifact, and Download Profile Artifact options.

Publishing profiles

After you've created your profile, click Publish from any of the above locations, then click Publish on the confirmation pop-up. See Sharing Profiles for more information.

Sharing profiles

Team Members can share published profiles from the Active tab of Profile Center, the Profile tab of a specific profile, or the Access tab of a specific profile.
Note: You can also selectively share parts of a profile to certain designated viewers.

See Sharing Profiles for more information.

Updating published profiles

Profiles that have been published can be updated in real-time and are automatically saved, making the changes immediately available for the shared users.

1. Open the profile and click Edit Profile.
2. Make your changes, then click Close Edit to go back to the profile.

Deactivating, deleting, and restoring profiles

You can deactivate both drafts and published profiles.

• Deactivated profiles are marked as inactive and moved to the Inactive tab.
• When a published profile is deactivated, it restricts shared users from accessing it and its artifacts.
• From the Inactive tab, you can choose to restore the profile as a draft, review its activity, or permanently delete it.
  Note: You can also delete profiles from the Active tab.
  • Profiles that have been moved to the trash can be restored within 30 days of deletion. After that they are permanently deleted.
    Note: You can also manually delete the profile permanently from the Trash page.
  • Profiles restore as drafts and are available in the tab they were deleted from.

Deactivating profiles

1. Open the profile and click the three-dot menu for the profile you want to deactivate.
2. Select Deactivate Profile, then click Deactivate Profile on the confirmation pop-up.

Restoring profiles

1. Open the profile and click the Inactive tab.
2. Click the profile and click Restore, then click Restore on the confirmation pop-up.

Deleting profiles

1. Open the profile and click the Inactive tab.
2. Click View Trash and click the Trash icon next to the profile you want to delete, then click Delete Permanently on the confirmation pop-up.